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Coppell Advisory Solutions’s Federal Agricultural Mortgage AGM Stock Holding History

Coppell Advisory Solutions’s Portfolio AGM Stock Details AGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,802
Closed -$96.7K – 369
2024
Q4 		$96.7K Buy
1,802
+633
+54% +$126K 0.01% 423
2024
Q3 		$54.3K Buy
+1,169
New +$223K 0.01% 530
2023
Q4 		– Sell
-690
Closed -$23.2K – 1729
2023
Q3 		$23.2K Sell
690
-424
-38% -$68.6K 0.01% 471
2023
Q2 		$42.7K Buy
+1,114
New +$153K 0.01% 433
2023
Q1 		– Sell
-1,135
Closed -$38.2K – 224
2022
Q4 		$38.2K Buy
+1,135
New +$131K 0.01% 405

Other funds holding AGM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return